Pitcairn Wealth Advisors LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2089089 CONSHOHOCKEN, PA

Position in JPM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,957,099

+$34,914 QoQ

Shares Held

9,034

-9.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#2,585

of 5,058 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Pitcairn Wealth Advisors LLC holds $5,319,328 across 4 Banks - Diversified names. JPM ranks #1 (55.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	9,034	$2,957,099
2	WFC	Wells Fargo & Company/Mn	13,417	$1,108,780
3	C	Citigroup Inc	6,257	$875,729
4	BAC	Bank Of America Corp /De/	6,629	$377,720

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,957,099	9,034	-9.1%	Shares	Sole	2026-08-10
2026-03-31	$2,922,185	9,934	-0.0%	Shares	Sole	2026-05-13
2025-12-31	$3,201,255	9,935	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.